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One Wealth Advisors’s Idacorp IDA Stock Holding History

One Wealth Advisors’s Portfolio IDA Stock Details IDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-24
Closed -$2K – 284
2019
Q1 		$2K Buy
+24
New +$2.33K ﹤0.01% 484
2018
Q4 		– Sell
-61
Closed -$6K – 273
2018
Q3 		$6K Hold
61
– – ﹤0.01% 374
2018
Q2 		$6K Hold
61
– – ﹤0.01% 369
2018
Q1 		$5K Hold
61
– – ﹤0.01% 365
2017
Q4 		$6K Buy
+61
New +$5.7K ﹤0.01% 386

Other funds holding IDA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

One Wealth Advisors's IDA Position: Q2 2019 in Review

One Wealth Advisors sold out of Idacorp (IDA) in Q2 2019, closing a stake of 24 shares — an estimated $2K sold.

One Wealth Advisors first reported a position in IDA in Q4 2017 and held it in 5 quarters. The position peaked at $6K in Q3 2018. 364 funds tracked by Wall St. Rank hold IDA as of Q2 2019.

  • One Wealth Advisors reported no remaining Idacorp position as of Q2 2019 after selling out during the quarter.
  • One Wealth Advisors sold 24 Idacorp shares in Q2 2019, an estimated $2K.
  • One Wealth Advisors first reported a position in Idacorp in Q4 2017 and held it in 5 quarters.
  • One Wealth Advisors's Idacorp position peaked at $6K in Q3 2018.
  • 364 funds tracked by Wall St. Rank held Idacorp as of Q2 2019.

Based on One Wealth Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.